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Waste Management
WM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCTC
1751
New Covenant Trust Company
Indiana
$280K – – –
WDC
1752
Woodward Diversified Capital
California
$279K -$24.4K -105 -8%
FBT
1753
First Bankers Trust
Kentucky
$278K – – –
PPWP
1754
Premier Path Wealth Partners
New Jersey
$278K +$33.2K +143 +13%
SWA
1755
Sax Wealth Advisors
New Jersey
$278K +$44.1K +190 +19%
WAM
1756
WNY Asset Management
New York
$276K +$69.6K +300 +33%
FNC
1757
First National Corp
Massachusetts
$276K – – –
WF
1758
Wayfinding Financial
Washington
$276K +$1.16K +5 +0.4%
PWP
1759
Phillips Wealth Planners
Mississippi
$276K -$3.71K -16 -1%
CCA
1760
Childress Capital Advisors
Texas
$276K +$24.4K +105 +10%
DAC
1761
Dividend Assets Capital
South Carolina
$275K -$15.1K -65 -5%
PR
1762
Payden & Rygel
California
$275K – – –
CFS
1763
CRA Financial Services
New Jersey
$274K -$47.1K -203 -14%
TCWA
1764
Turtle Creek Wealth Advisors
Texas
$274K +$278K +1,197 New
LCC
1765
Lincoln Capital Corp
Rhode Island
$273K +$75.9K +327 +38%
BMA
1766
Brooks Moore & Associates
Tennessee
$272K – – –
QFA
1767
Quantum Financial Advisors
California
$272K – – –
CPC
1768
Cookson Peirce & Co
Pennsylvania
$271K – – –
MPM
1769
MBB Public Markets
Illinois
$270K -$60.3K -260 -18%
CWM
1770
Circle Wealth Management
New Jersey
$270K +$49.2K +212 +22%
WIM
1771
WealthPlan Investment Management
Nebraska
$268K +$16.9K +73 +7%
GSAM
1772
Grant Street Asset Management
Pennsylvania
$268K – – –
GWP
1773
Gen-Wealth Partners
Michigan
$267K -$13K -56 -5%
PCH
1774
PGIM Custom Harvest
New Jersey
$267K -$8.12K -35 -3%
AIC
1775
Argus Investors Counsel
New York
$267K -$211K -910 -44%
69 70
71
72 73